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FINANCIAL PLANNING | INVESTMENT MANAGEMENT | TAX OPTIMIZATION | TAX PREPARATION

TRUST. AT BOGART WEALTH
THERE IS NO QUESTION.

When it’s time to plan for retirement, transfer your wealth to the next generation, or investigate your best options, you should ask tough questions.
We believe the answer is Bogart Wealth.

Customized
Financial Planning

Our financial planning services representatives take a highly customized approach to working with each client – taking the time to understand your complete financial picture, hearing about your opportunities and concerns and learning about your aspirations for yourself and your family.

Chart of all of the Bogart Wealth services

We Believe the answer is Bogart wealth

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Are their recommendations based purely on what’s best for you?

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Do they offer you insight, experience, available option – or just sell to you to serve their bottom line?

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Do giant financial firms really serve your interests?

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Ever question the loyalty of your advisors?

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Are their recommendations based purely on what’s best for you?

Schedule a WealthCoaching Session

WHY RIA?

Our independence means your interests are placed above all else.

We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. 

WHY BOGART

Are Your Dreams Unique?

Our family, now in its fourth decade of advising successful executives, entrepreneurs and families, understands that every situation is different. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.

LATEST INSIGHTS

Take a look at the latest insights straight from our resource center. 

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Investment Management

Everything You Need to Know About Ethical Investing

Developing a rewarding investment strategy is challenging on the best of days, and factoring in …

Read More →
investor considers retirement plan distribution
Advisors & Planners

Retirement Plan Distribution: Is Lump Sum or Annuity the Best Path For You?

A pension can raise an important question in retirement: lump sum or annuity? The choice …

Read More →
chart shows trend lines for oil investments
Investment Management

How to Invest in Oil: Here’s What You Need to Know

Oil is used in a variety of ways, from heating your home to producing basketballs, …

Read More →
Person researching currency exposure on their tablet
Investment Management

Currency Exposure: What It Is and How to Guard Against It

How can the exchange rate between two currencies affect your investments? Global currency values are …

Read More →

Are you looking for independent advice?

Is Bogart right for me?

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